Spot bitcoin exchange-traded funds in the U.S. saw their largest daily net inflows since early October on Monday, as broader crypto market sentiment improved at the start of the new year.
According to data from SoSoValue, spot bitcoin ETFs reported a combined $697.25 million in net inflows on Monday. Following $471.14 million in inflows last Friday, the two-day cumulative total for 2026 has surpassed $1.16 billion.
Nine of the 12 bitcoin ETFs posted positive flows yesterday, led by $372.47 million worth of funds entering BlackRock’s IBIT. Fidelity’s FBTC followed with $191.2 million in inflows. Funds from Grayscale, Bitwise, Ark & 21Shares, VanEck, Invesco, Franklin Templeton, and Valkyrie also recorded inflows for the day.
“Sizable inflows into ETFs signal renewed risk appetite and confidence in regulated crypto exposure as the new year begins,” said Nick Ruck, director at LVRG Research. “The demand across major assets points to improving market sentiment, with potential for sustained price gains throughout 2026 if institutional participation and favorable regulatory developments continue.”
Spot Ethereum ETFs also recorded net inflows of $168.13 million on Monday, alongside inflows into altcoin ETFs tracking XRP, Solana, Dogecoin and Chainlink.
Crypto price outlook
The net inflows into the ETFs aligned with a broader recovery in the cryptocurrency market at the start of the new year. Bitcoin rose 1.53% in the past 24 hours and 7.4% over the past week to trade at $93,683. Ether added 2.8% to trade at $3,226. Notably, XRP price increased by 12.56% in the past 24 hours and 29% in the past week, trading at $2.38.
“Spot ETF flows are a bellwether of sentiment, they suggest cautious optimism from major asset allocators, positioning for risk assets amid what is still a nervy macro environment,” said Rachael Lucas, crypto analyst at BTC Markets. “Inflows require the ETFs to buy underlying BTC and ETH, thereby underpinning market support and potentially leading to positive price action over the medium term.”
Lucas added that the current market remains divided. Retail traders are staying cautious and tactical, while institutions continue to make long-term commitments to bitcoin, ether and other altcoins as part of their expanding portfolios.
“That underpins a constructive medium-term outlook, contingent on continued macro and regulatory stability,” Lucas noted.
© 2025 The Block. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.